See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,358 | $70,475+2.7% | $100,516-28.0% | $79,858-9.4% |
| Participation rate | 62.4% | 73.7%-11.3pp | 79.4%-17.0pp | 69.6%-7.3pp |
| Annual return | 19.76% | 21.90%-2.1pp | 30.89%-11.1pp | 31.71%-12.0pp |
| Employer contribution / active EE | $635 | $2,165-70.7% | $3,418-81.4% | $2,471-74.3% |
| Participant deferral / active EE | $4,759 | $5,181-8.1% | $6,270-24.1% | $3,740+27.2% |
| Admin fee / account holder | $9,242 | $4,478+106.4% | $8,081+14.4% | $5,306+74.2% |